Sales Copilot can help salespersons prepare for upcoming meetings using the “Prepare for upcoming meetings / Prepare me for today’s meetings” prompt.
Make sure you have Sales Copilot enabled.
Navigate to Sales Hub >> App Settings >> Copilot (General Settings)
Check the “Try our newest preview features before they’re rolled out to everyone” option and select the Apps on which we want to enable the copilot.
Within Sales Copilot, we could select the prompt “Prepare me for today’s meetings“
or select the Sparke Icon and select “Prepare for upcoming meetings“
Copilot will list down the appointments in the next 24 hours.
Select one of the appointments and click on Prepare.
The Copilot will generate the summary using the notes from the last 3 months and recent emails from the Regarding record of the appointment.
Check other posts on Copilot –
Hope it helps..
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